Accelerating Domestic AI Computing Power! Opportunities Across the Entire Industry Chain from Chips to Servers

Accelerating Domestic AI Computing Power! Opportunities Across the Entire Industry Chain from Chips to Servers

The conference emphasized the strategic position of AI, highlighting the urgent need for domestic computing power alternatives. Giants like ByteDance and Alibaba are increasing their investments in computing power, with a projected year-on-year growth of 22%-28% in computing power investments by 2025 for mobile, telecom, and Unicom sectors. Domestic GPUs such as Huawei Ascend and … Read more

Price Analysis of Y10T68 LC for DSP Chips

Price Analysis of Y10T68 LC for DSP Chips

A few days ago, Lightcounting released a table regarding the trends in DSP chips. To provide some context, a few years ago, when 200G optical modules were just starting to ramp up, the DSP market, which emerged alongside PAM4, began to grow rapidly. In contrast to the slower growth of the coherent module market, the … Read more

DSP in Optical Modules: Entering Low Power Consumption

DSP in Optical Modules: Entering Low Power Consumption

The report from Electronic Enthusiasts Network (by Liang Haobin) states that as optical modules develop towards 800G and 1.6T high speeds, DSP is facing increasing challenges, including performance and power consumption. Due to the small size of optical modules and the difficulty in heat dissipation, the power consumption of high-performance DSPs determines whether stable operation … Read more